Turn Flourish client data into actionable insights with Claude

October 27, 2026

Estimated reading time: 2 minutes

AI is changing how financial advisors work, making it easier to access information, analyze client data, and spend more time building relationships.

With the Flourish MCP (Model Context Protocol) Server, your firm can securely connect Flourish to Claude, Anthropic's AI assistant, to explore client activity, account balances, and more.^∆ The connection can help you:

• Prepare for client conversations: Quickly summarize recent client information, activity, and balances before a meeting
• Understand your clients' cash: Analyze Flourish Cash^† balances, interest earned, and changes across your book of business
• Uncover opportunities to add value: Identify significant cash positions, changes that warrant a conversation, and potential opportunities to move excess cash into the portfolio

Connect Flourish to Claude to explore client data, uncover insights, and complete supported tasks, using claude.ai or the Claude desktop app.

Before you begin: You'll need an active Flourish advisor account and a Claude account on claude.ai or the Claude desktop app. Your firm must have the Flourish MCP enabled — reach out to your firm admin if you're unsure. 

How do I connect Flourish to Claude?

1. Open claude.ai or the Claude desktop app
2. Go to Customize → Connectors in the side navigation
3. Select Add → Browse connectors to browse the connector library
4. Search for Flourish and select the Flourish MCP server
5. Click Connect. If you are an admin adding the Flourish connector org-wide, click Add to your team
6. Complete Flourish OAuth authorization when prompted, using your Flourish advisor credentials to sign in
7. Once connected, start asking Claude questions

How do I verify the connection works?

Ask Claude: "What are the current Flourish Cash^† rates?" If you see a rate schedule, MCP is connected and authenticated. If not, please try the steps again.

What can I do with Flourish in Claude?

Once connected, you can ask Claude things like:

• "Send Jane Smith an invitation to Flourish Cash."
• "Show me the client profile for Jane Smith." ^∆
• "How many clients still need to finish setting up their Flourish Cash account?"
• "What is the current Flourish Cash rate?"

What information can Claude access through Flourish?

The MCP server inherits the Flourish permissions of the advisor who authenticates via OAuth. You can only access clients and data you already have permission to view in Flourish. Flourish MCP grants no additional access beyond your existing advisor role.

My firm hasn't enabled Flourish MCP. What do I do?

To enable Flourish MCP, a firm admin should contact their Flourish Relationship Manager to request access. If you receive an OAuth error, ask your firm admin to confirm the request has been submitted.

How do I disconnect or reauthenticate?

In Settings → Connectors, remove the existing Flourish connector. If you wish to re-authenticate, add it again following the steps above and you'll be prompted to re-authenticate via OAuth.